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Barrett & Company’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Barrett & Company’s Portfolio SHY Stock Details SHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$693K Buy
8,394
+200
+2% +$16.6K 0.24% 64
2025
Q4 		$679K Hold
8,194
– – 0.23% 67
2025
Q3 		$680K Sell
8,194
-187
-2% -$15.5K 0.23% 69
2025
Q2 		$694K Hold
8,381
– – 0.26% 65
2025
Q1 		$693K Sell
8,381
-894
-10% -$73.5K 0.3% 61
2024
Q4 		$760K Sell
9,275
-100
-1% -$8.22K 0.32% 56
2024
Q3 		$780K Hold
9,375
– – 0.34% 53
2024
Q2 		$766K Hold
9,375
– – 0.35% 54
2024
Q1 		$767K Hold
9,375
– – 0.36% 53
2023
Q4 		$769K Buy
9,375
+125
+1% +$10.2K 0.42% 48
2023
Q3 		$749K Sell
9,250
-400
-4% -$32.4K 0.44% 46
2023
Q2 		$782K Hold
9,650
– – 0.45% 47
2023
Q1 		$793K Buy
9,650
+200
+2% +$16.3K 0.5% 44
2022
Q4 		$767K Hold
9,450
– – 0.51% 45
2022
Q3 		$767K Buy
+9,450
New +$778K 0.51% 45

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Barrett & Company's SHY Position: Q1 2026 in Review

Barrett & Company increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 2.4% in Q1 2026, buying an estimated $16.6K and bringing the position to 8,394 shares worth $693K. The position accounts for 0.24% of the portfolio, ranked #64.

Barrett & Company first reported a position in SHY in Q3 2022 and has held it in 15 quarters since. The position peaked at $793K in Q1 2023. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Barrett & Company held 8,394 shares of iShares 1-3 Year Treasury Bond ETF worth $693K as of Q1 2026.
  • Barrett & Company bought 200 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $16.6K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.24% of Barrett & Company's portfolio in Q1 2026, its #64 holding.
  • Barrett & Company first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2022 and has held it in 15 quarters since.
  • Barrett & Company's iShares 1-3 Year Treasury Bond ETF position peaked at $793K in Q1 2023.
  • 1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Barrett & Company's 13F filing for Q1 2026, filed 4 May 2026.